Walter & Keenan Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $397K | Hold |
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|
2022
Q2 | $409K | Sell |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $439K | Buy |
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